| The IPBN is supported by the Department of Foreign Affairs and Trade of Ireland under the ESP Grant programme |
As the Premium Sponsor of the 7th Annual IPBN Sustainability Conference, the Ireland Portugal Business Network is pleased to spotlight Multi Family Wealth and Multi Family Office, two firms dedicated to supporting international families and investors navigating life and wealth across borders.
Founded in 2016 and headquartered in Lisbon, Multi Family Office combines a comprehensive multi-family office service designed to support clients relocating to Portugal or managing assets internationally with independent wealth management provided by Multi Family Wealth, a sister company of Multi Family Office based in Dublin.
For many members of the IPBN community — particularly Irish individuals and families considering Portugal as a place to live, invest, or retire — the firm offers a unique blend of financial expertise and practical support.
“We provide two kinds of services,” explains Jorge Jardim, Founder and CEO of Multi Family Wealth. “One is wealth management, and the other is a multi-family office that supports all the practical needs of foreign families coming to Portugal.”
One of the firm’s most distinctive offerings is its multi-family office service, which helps international clients manage the practical realities of relocating to Portugal.
This service provides a single point of coordination for many aspects of life in a new country — from administrative procedures to healthcare and property.
According to Jorge, the goal of Multi Family Office is to simplify the transition for families arriving from abroad.
“We support foreign clients with everything they need when moving to Portugal — from obtaining tax numbers and opening bank accounts to real estate advice, healthcare access and other administrative processes.”
Healthcare is a particularly important part of the firm’s offering. Multi Family Office works with a dedicated medical team focused on preventive medicine and rapid support for clients.
“We have a team of doctors who are available 24 hours a day,” Jorge explains. “They either resolve the client’s needs directly or guide them to the best specialist or hospital in Portugal or abroad.”
This holistic approach reflects the firm’s belief that wealth management should extend beyond financial assets to overall wellbeing.
“Nothing is more important than health,” Jorge says. “If we are not healthy, we cannot succeed in other areas of life. That is why we take a holistic view of our clients’ needs.”
Alongside its multi-family office services, a sister company - Multi Family Wealth - operates an international wealth management business authorised by the Central Bank of Ireland, allowing it to serve clients across multiple European markets.
Through this framework, the firm works with international banking partners and provides independent investment advice to clients across countries including Ireland, Luxembourg, Portugal, Spain, France and Sweden, with additional authorisation to support clients in the United Kingdom.
A key differentiator for the firm is its independence.
“We are not part of a banking group or insurance group,” Jorge explains. “We don’t have products to sell. Our role is simply to look for the best solutions for our clients and their wealth.”
The firm’s approach is built on three pillars:
An international framework
Working with global financial partners and custody banks to support clients operating across multiple jurisdictions.
Thoughtful asset allocation
Helping clients understand how their portfolios should be structured across asset classes based on risk, return expectations and long-term goals.
Careful security selection
Identifying companies and investment opportunities capable of delivering strong long-term performance.
This approach has led the firm to develop its own investment strategies, including the MFW Global Winners equity fund, which focuses on leading global companies with strong growth potential.
With an established presence in Ireland and strong ties to the Irish financial ecosystem, Multi Family Office and Multi Family Wealth are particularly well positioned to support the growing number of Irish individuals and families exploring opportunities in Portugal.
“There are many Irish families interested in living or investing in Portugal,” says Jorge. “Our role is to support them with both wealth management and the practical aspects of life in a new country.”
This cross-border perspective aligns closely with the mission of the Ireland Portugal Business Network, which exists to strengthen business and investment connections between the two countries.
“We like very much Ireland and the Irish community,” Jorge adds. “We look carefully at each client, understand their culture and objectives, and provide a service that is completely tailored to their needs.”
As Premium Sponsor of the 7th Annual IPBN Sustainability Conference, Multi Family Wealth will also contribute directly to the event’s programme.
On the day, José António, board member and CFO of the firm’s Dublin operations, together with Chief Economist of Multi Family Office, João Alves, will present the company’s perspective to conference participants.
Their participation reflects the firm’s commitment to engaging with the IPBN community and supporting the network’s mission of fostering collaboration between Ireland and Portugal.
For IPBN members interested in international wealth management or considering a move to Portugal, Multi Family Office and Multi Family Wealth offer a trusted partner with deep expertise in both financial strategy and the practical realities of cross-border living
| The IPBN is supported by the Department of Foreign Affairs and Trade of Ireland under the ESP Grant programme |
